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Business Central and Auditing Changes
Auditing changes in Microsoft’s Dynamics 365 Business Central, like with any ERP, is fundamental to ensuring compliance. In this blog, we’ll take a look at the differences between the 2 tools that you can use to audit changes in Business Central.   The first is native functionality, and the other is an app that you can add-on.  By the end, you’ll have a solid idea of how these options can help you audit changes in your ERP.  Let’s jump in! Business Central Change Log The Change Log functionality is built-in to Business Central.  It’ very simple to setup and get going in it.  Putting you’re controls in place quickly. The Change Log can track changes when a value is inserted, modified or deleted from a field. It also provides a nice viewable log with the user id, date/timestamp, before and after values as well being exportable to excel. The actual process […]
New CRM Features in Dynamics 365 July 2017 9.0 Update
With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface                         With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow […]
[Video] Deliver Projects on Time and within Budget with Project Online & SharePoint
  If you are spending more time updating deadlines and task assignments than working on deliverables, it’s time to upgrade to Microsoft SharePoint and Project Online. In this session... Experience Project Online’s solutions for scheduling, time and task management, and resource assignments See how Project integrates with your existing Microsoft Office tools Learn best practices for when to use SharePoint vs. Project Online Explore reporting and dashboard functionalities and get creative with various views and chart options As your local Microsoft Partner, FMT Consultants can help you set up your project environment and train your team to ensure you are getting the most out of your Office 365 solution. To learn more about how Project Online and SharePoint can save you time on project planning and optimize project outcomes, please contact us by filling out the form below.  
FMT Consultants, a Leading Technology Partner, Announces nVerge 2017 - a One-Day Conference Featuring Microsoft, NetSuite, SAP, and IT Solutions
nVerge 2017 takes place on May 25th in San Diego, CA and offers 24 educational sessions, a keynote on leadership, an ongoing exhibition with software vendors and IT service providers, and networking opportunities.   FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2017—the fifth installment of its annual event.   nVerge 2017 is a one-day technology conference focused on helping business executives and end-users navigate the changing technology landscape—and understand how they can leverage technology to drive revenue, reduce cost, and increase customer acquisition.   During the one-day conference, attendees can choose from 24 educational sessions on Microsoft Dynamics 365 (CRM) & GP, NetSuite, SAP Business ByDesign, Microsoft SharePoint, Business Intelligence solutions, Microsoft Office 365 and Azure Cloud. For a full agenda visit http://www.nVerge2017.com.   The agenda also includes a keynote from Dr. Victoria Halsey—Vice President of Applied Learning, The Ken Blanchard Companies—on […]
FMT Consultants Achieves Silver Cloud Customer Relationship Management Competency from Microsoft
Southern California based technology provider, FMT Consultants, continues to demonstrate best-in-class capability and market leadership by achieving Microsoft Silver Cloud CRM Competency.   SAN DIEGO, CA FEBRUARY 24, 2017 FMT Consultants, a leading provider of integrated business management solutions and information technology services based in San Diego and Los Angeles, has announced that it has earned the Microsoft Silver Cloud Customer Relationship Management (CRM) Competency, bringing the firm’s total number of competencies from Microsoft to eight.   Achieving the Microsoft Silver Cloud CRM Competency validates FMT as a premier provider of Microsoft Dynamics 365 (formerly Dynamics CRM Online)—Microsoft’s cloud-based customer relationship management solution.   To achieve the Silver Cloud CRM Competency, FMT team members successfully completed exams and are now recognized Microsoft Certified Professionals. Additionally, FMT demonstrated its ability to deliver successful projects and assessments by exceeding several software revenue goals, and providing multiple customer references.   “As a leading […]
When Microsoft SharePoint and Microsoft Flow Join Forces
Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more… What if we told you that you could have the power to connect all your SharePoint lists and libraries to a host of other apps from Dynamics CRM and Yammer to Dropbox, Mail Chimp, and Twitter? Imagine creating an item in SharePoint whenever a new lead is added in Dynamics or automatically copying files from your Dropbox to a SharePoint document library. Now, what if we told you that you could do this in a matter of minutes and with zero lines of code? SharePoint helps organizations share and collaborate with colleagues, partners, and customers. You can connect to SharePoint Online or to an on-premises SharePoint 2013 or 2016 farm using the On-Premises Data Gateway to manage documents and list items. But wait, there’s more! Want to get notified when a new […]
Dynamics CRM 2016 Online Reporting: Breaking Down the Fine Print
When it comes to building reports in Dynamics CRM 2016, most of our customers take for granted that they will be able to create any kind of report, simple or complex, by leveraging the existing out-of-the-box features without development intervention. Unfortunately, this is not true when we want to build complex reporting because at some point we will need SQL Reporting Service expertise to accomplish some customizations. The following are some fine print considerations that you need to know if you’re going to use the out-of- the box reporting capabilities in Dynamics CRM: Report Wizard (Paginated Reports) The Fine Print: These reports will look good as long as you don’t use more than 10 columns. If you use more than 10, the format will be compromised. You can only fetch data from 2 entities (Primary and Related). This report is limited to 3 groups by clauses. Only count/none aggregation is […]
The Top 3 Reasons Why You Want to Implement Microsoft Dynamics GP Part 3 of 3
Dynamics GP has the largest 3rd Party Vendor network, several ‘Cloud’ offering options, bullet-proof architecture, and is one of the lowest total cost of ownership ERP software products on the marketplace today. There are many reasons to use Microsoft Dynamics GP as your ERP solution. We've already gone over several reasons why you should implement GP, but in this post, I am going to highlight what I believe are the top 3 reasons why you should implement Microsoft Dynamics GP. 1. Immense 3rd Party Product (Add-On features) Catalog From a core feature/functionality perspective, there isn’t much of a difference between today’s ERP software applications.  No matter what solution you’re looking at, everyone needs a chart of accounts, the ability to record payables/sales invoices, and pay vendors/receive cash from customers. However, the real power of an ERP system comes into play when an organization has specific needs that require further attention […]
Inventory Bill of Materials in Microsoft Dynamics GP
You may not know, but there is a simple, straight-forward option in the Microsoft Dynamics GP Inventory Module for performing Bill of Materials assemblies. The Bill of Materials feature works well if your company does light manufacturing or assembly, but doesn’t need the complexities that come with the full-blown Manufacturing solution. This module offers a great way to track and account for building components as they are turned into a finished product. Utilizing this assembly transaction will also increase your finished goods stock while simultaneously reducing your component stock and performing the proper accounting entries. In this blog, we’ll walk you through how to use this simple module. In order to begin using this module: You’ll first need to setup all your items (both finished goods and components) under Item Maintenance. Next, go to Inventory > Cards > Bill of Materials and select your finished goods item. In the grid, select all […]
3 MORE Key Reasons Why You Want to Implement Microsoft Dynamics GP Part 2 of 3
Microsoft has invested years of development and acquisition into sustaining their lead in the small to middle ERP products market. The result of this investment is Dynamics GP, which has one of the largest sets of reporting tools, out-of-the-box functionality, and scalability of any ERP software product on the marketplace today. There are many reasons to use Microsoft Dynamics GP as your ERP solution. In this blog, I will continue to highlight what I believe are the top reasons why you should implement Microsoft Dynamics GP. If you missed our first 3 reasons check our previous post here. 1. Reporting Along with all the base functionalities of Dynamics GP, there is also a multitude of reporting options available to users. Everyone knows these days that the ability to view your Data in Microsoft Excel is what most people want from their reports. Excel allows you to take that ‘raw’ data […]
3 Key Reasons Why You Should Implement Microsoft Dynamics GP Part 1 of 3
Microsoft Dynamics GP is one of the longest running, most supported, large user-based ERP software products in the marketplace today. Originally managed by the hugely successful entrepreneur Doug Burgum, GP has been the cornerstone of mid-market ERP for over 23 years. There are many reasons to use Microsoft Dynamics GP as your ERP solution, however, in this blog series, I will highlight what I believe are the top reasons why you should implement Microsoft Dynamics GP. 1. Part of the Microsoft Family of Business Application Software Microsoft purchased Dynamics GP back in 2003 and over the years has embraced the acquisition of what was then called Great Plains into its basket of business application software. Dynamics GP put Microsoft on the map as one of the leading solution providers of business application software in the marketplace. Unlike other owners of ERP software products who tend to own the software and […]
Considering an Alternative to Email Notifications in Dynamics CRM Using Microsoft Flow
One of the most common requirements that I’ve encountered across all of my CRM implementations is the need for automatic e-mail notifications. That is, upon the trigger of various events, such as creation, status change, or deletion of an Account, Contact, or Opportunity, appropriate users in the organization need to receive an automatic e-mail notification. With all the emails already sent back and forth cluttering up the Inbox, I know I personally could do without the extra ones generated by a Dynamics CRM System. But what if you could just receive a push notification on your phone instead? Well, using Microsoft Flow—Microsoft’s new cloud-based workflow engine—you can! Not only that, you can do it quickly, and simply without a single line of code. Microsoft Flow Just released to the public on November 1st, using Microsoft Flow’s connection to Dynamics CRM Online is easy as pie. The authentication is automatically handled […]
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